The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
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Contenu fourni par Jonathan Roychoudhury and UK Investor Magazine. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Jonathan Roychoudhury and UK Investor Magazine ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
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Housebuilders, US Tech, and UK Equity Tactics with Marc Kimsey
Manage episode 364192011 series 2334872
Contenu fourni par Jonathan Roychoudhury and UK Investor Magazine. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Jonathan Roychoudhury and UK Investor Magazine ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
The UK Investor Magazine was thrilled to be joined by Marc Kimsey, Head of Equities at Frederick and Oliver, for a comprehensive look at tactical positioning in global stocks.
Marc takes a tactical approach to markets and individual equities and we discuss how positioning has evolved since our last Podcast.
We discuss the main macro drivers of stocks currently before moving onto sectors and individual stocks.
Marc explains his views on UK housebuilders and why the end of this year may bring opportunities.
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Hosted on Acast. See acast.com/privacy for more information.
367 episodes
Partager
Manage episode 364192011 series 2334872
Contenu fourni par Jonathan Roychoudhury and UK Investor Magazine. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Jonathan Roychoudhury and UK Investor Magazine ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
The UK Investor Magazine was thrilled to be joined by Marc Kimsey, Head of Equities at Frederick and Oliver, for a comprehensive look at tactical positioning in global stocks.
Marc takes a tactical approach to markets and individual equities and we discuss how positioning has evolved since our last Podcast.
We discuss the main macro drivers of stocks currently before moving onto sectors and individual stocks.
Marc explains his views on UK housebuilders and why the end of this year may bring opportunities.
Advert:
Fully regulated, OANDA offers competitive spreads on a wide range of CFD markets, including indices, forex, commodities, metals, and bonds.
Voted “Most Popular Broker” by TradingView in 2022, 2021, and 2020.
Trade with OANDA and get access to one year’s subscription to TradingView Pro.*
*Get TradingView Pro for 1 year when you start trading with OANDA and meet the minimum volume requirements.
Get more details here.
Disclaimer:
76.6% of retail investor accounts lose money when trading CFDs with this provider. You should consider whether you understand how CFDs work and whether you can afford to take the high risk of losing your money.
Hosted on Acast. See acast.com/privacy for more information.
367 episodes
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Similaire à UK Investor Magazine
The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
…
continue reading
In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
…
continue reading
The Moneycontrol Podcast is your daily source of business news, investment analysis and advice on stocks and the markets. Tune in to broaden your horizons with podcasts by journalists, experts and analysts giving you a head-start in the investment game.
…
continue reading
An archive of each full weekday episode of the award-winning program presented by Bruce Whitfield.
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continue reading
The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
…
continue reading
It didn’t all change in March 2020. Not really. The UK high street has been in the throes of a gradual revolution for decades. From the rise of ecommerce, to the birth of mobile, social commerce, and a growing emphasis on experience, change has been underway for a while. In fact for many, the pandemic has acted as a wake-up call. Digital transformation was no longer a ‘nice to have’ but a matter of survival. Necessity sparked innovation and customers are enjoying more flexibility and conveni ...
…
continue reading
This is an all inclusive podcast for Australian investors. Join Blue Wealth’s Senior Education Specialist, Owun Taylor in conversation with industry experts, leaders, and thinkers about what it takes to be a clever and more successful investor. A weekly podcast serving up the easiest-to-understand finance program. Delivered in bite-sized chunks, meaning no episode is ever more than 20 minutes.
…
continue reading
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
…
continue reading
How will countries around the world cope with persistent inflation and high borrowing costs? Are central bankers helping to abate the cost-of-living crisis or are they moving us all closer to recession? On Stephanomics, a podcast hosted by Bloomberg Economics head Stephanie Flanders—the former BBC economics editor and chief market strategist for Europe at JPMorgan Asset Management—we combine reports from Bloomberg journalists around the world and conversations with internationally respected ...
…
continue reading
Bloomberg Radio host Barry Ritholtz looks at the people and ideas that shape markets, investing and business.
…
continue reading
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